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How Do I Set Up the Chrome Extension?

Stephanie
  • Updated

The Loopio Chrome Extension is an extension for the Chrome Browser that allows you to create Projects in Loopio from an RFP, Security Questionnaire, or other sales questionnaires in a portal. You can then respond to the RFP normally within Loopio, and use the extension to easily transfer your answers to the portal.

In this article:

To learn about using the Chrome Extension, see our other articles:

Setting Up The Google Chrome Extension

There are two ways to access the Google Chrome Extension for download within the Loopio platform, depending on your Loopio permissions: Through the Admin tab or from the “New Project” modal.

You can also download the Chrome Extension directly using this link: Download the Loopio Chrome Extension from the Chrome Web Store

Note: Should any questions arise, please reach out to our Support Team for assistance: Send an email to Support

To Download the Chrome Extension From the Admin Tab

Permissions Required: General Administration, Level 1 (Manager) permissions are required to download the Chrome Extension from the Admin tab.

  1. Click Admin in your top navigation bar
  2. Click Integrations
  3. Click View on Chrome Web Store in the Chrome section of the Integrations page
    Screenshot of the Integrations Page in Loopio showing the Chrome Extension
  4. In the Chrome Web Store, click Add to Chrome
    A screenshot of the Loopio integration in the Chrome Extension Store
  5. Click Add extension on the dialog box that appears
    A screenshot of the Loopio Chrome Extension install modal instructing the user to select Add extension
  6. Click the Loopio icon in the top right corner of your Chrome browser window
    A screenshot instructing users to click the Loopio symbol in the Chrome bar
  7. Enter your team's Loopio domain - this can be seen in your browser's address bar when you are logged in to your Loopio account
    Where_to_find_your_domain.png
  8. Click Continue
  9. You will be redirected to Loopio to log in to your Loopio account
 

Tip: If you are already logged in to Loopio, you will be logged in to the Chrome Extension automatically

To Download the Chrome Extension From the the “Create a Project” Popup

 

Permissions Required: Projects, Level 2 (Creator) permissions required to download the Chrome Extension from the “Create a Project” popup.

  1. Click Projects in your top navigation bar
  2. Click Create a New Project
  3. Click Try the Chrome Extension at the bottom of the popup
    Screen_Shot_of_Create_Project_popup_with_Chrome_Extension_link_indicated.png
  4. In the Chrome Web Store, click Add to Chrome
    A screenshot of the Loopio integration in the Chrome Extension Store
  5. Click Add extension on the dialog box that appears
    A screenshot of the Loopio Chrome Extesion install modal instructing the user to select Add extension
  6. Click the Loopio icon in the top right corner of your Chrome browser window
    A_screenshot_instructing_users_to_click_the_Loopio_symbol_in_the_Chrome_bar.png
  7. Enter your Loopio domain
    Where_to_find_your_domain.png
  8. Click Continue

    You will be redirected to Loopio to log in to your Loopio account

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